Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,010 | $96,491+18.2% | $75,894+50.2% | $152,885-25.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 14.75% | 33.98%-19.2pp | 30.76%-16.0pp | 345.39%-330.6pp |
| Employer contribution / active EE | $1,829 | $3,310-44.7% | $2,501-26.9% | $4,763-61.6% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,089 | $8,079-24.6% | $5,420+12.3% | $11,598-47.5% |